As a Certified Financial Planner™ professional with over 30 years of experience in the investment field, Bert has a broad knowledge of the many financial planning issues clients face, especially as they approach and reach retirement. With a philosophy of knowing his clients, understanding their individual needs, and having regular reviews, he provides his clients personalized, cost-effective investment and asset allocation solutions. He specializes in assisting medium to high-net worth clients with portfolio management and a well-planned and thought out retirement.
Bert is a past Board member of the Duneland Chamber of Commerce, St. Agnes Adult Day Service Center, and Neighborlink Porter County. His community involvement includes volunteering for projects with Neighborlink PC (Neighbors helping Neighbors) and being active in his church, teaching CCD classes on Sundays to 4th and 5th graders.
Additionally, Bert has earned the following designations:
- Certified Financial Planner™ - CFP®
- Retirement Income Certified Professional – RICP
- Chartered Financial Consultant – ChFC
- Chartered Retirement Plans Specialist - CRPS®
- Chartered Life Underwriter – CLU
- MBA from Indiana University
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.